Connect SendFox and Portfolio Manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Unsubscribe
New Contact
New Campaign
New List
Choose an Action
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Ready to use SendFox and Portfolio Manager automations
Explore more automations built by businesses and experts
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Unsubscribe
Triggered when a new contact is unsubscribed.
New Contact
Triggered when a lists the contacts.
New Campaign
Triggered when a lists the campaigns.
New List
Triggered when a lists the list.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your SendFox integrations.
Unsubscribe Contact
unsubscribes a contact
Create a Contact
Creates a new contact.
Create a List
Creates a new list
Remove a Contact from a List
Removes a contact from a specific list
Find Campaign
Retrieves the details of a campaign using its ID.
List all Campaigns
Lists all campaigns
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Frequently Asked Questions
To start, connect both your SendFox and Portfolio Manager accounts to viaSocket. Once connected, you can set up a workflow where an event in SendFox triggers actions in Portfolio Manager (or vice versa).
Absolutely. You can customize how SendFox data is recorded in Portfolio Manager. This includes choosing which data fields go into which fields of Portfolio Manager, setting up custom formats, and filtering out unwanted information.
The data sync between SendFox and Portfolio Manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SendFox and Portfolio Manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SendFox
SendFox is an email marketing tool designed for content creators that combines automation and customization to help manage email lists and create engaging emails.
Learn MoreAbout Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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